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FOFZX vs FRMTX
FOFZX vs FRMTX Comparison
Open Charts FOFZX vs FRMTX
FOFZX vs FRMTX Comparison Chart in %
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FOFZX vs. FRMTX commentary
Jul 01, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FOFZX is a Hold and FRMTX is a Hold.
FUNDAMENTALS
Fundamentals
FOFZX has more cash in the bank: 817M vs. FRMTX (672M). FOFZX pays higher dividends than FRMTX: FOFZX (3.60) vs FRMTX (2.75). FOFZX was incepted earlier than FRMTX: FOFZX (17 years) vs FRMTX (31 years). FRMTX (1.22) is less costly to investors than FOFZX (0.56). FOFZX is a more actively managed with annual turnover of: 16.43 vs. FRMTX (14.13). FRMTX has a lower initial minimum investment than FOFZX: FRMTX (1000) vs FOFZX (100000). FOFZX annual gain was more profitable for investors over the last year : 7.49 vs. FRMTX (6.16). FOFZX return over 5 years is better than : 0.22 vs. FRMTX (-2.86).
| FOFZX | FRMTX | FOFZX / FRMTX | |
| Total Expense Ratio | 0.56 | 1.22 | 46% |
| Annual Report Gross Expense Ratio | 0.56 | 1.22 | 46% |
| Fund Existence | 17 years | 31 years | - |
| Gain YTD | 2.422 | 2.034 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 817M | 672M | 122% |
| Annual Yield % from dividends | 3.60 | 2.75 | 131% |
| Returns for 1 year | 7.49 | 6.16 | 122% |
| Returns for 3 years | 12.06 | 9.48 | 127% |
| Returns for 5 years | 0.22 | -2.86 | -8% |
| Returns for 10 years | 2.59 | -0.07 | -3,590% |
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